Senior Policy Service Associate

Job not on LinkedIn

🔥 0 minutes ago

🗽 New York, Texas – Remote

🗽 New York – Remote 🤠 Texas – Remote

💵 $19 - $23 / hour

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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Security Mutual Life Insurance Company of New York

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1886

🛡️ Insurance

💸 Finance

Insurance • Finance

Security Mutual Life Insurance Company of New York is a mutual life insurance company based in Binghamton, New York that provides life insurance and related financial protection products and services to individuals, families and businesses. Its offerings include whole life, term life, annuities, disability and long-term care products, workplace benefits, qualified retirement plans, estate and personal financial planning, business succession and key-person protection, and various client education resources and online policy services. The company emphasizes long-term financial security for policyholders and publishes educational content, newsletters and podcasts; it also maintains customer service portals for policy access and payments and has been recognized in industry rankings.

📋 Description

• Process contract changes, reinstatements, and reprojections using technical expertise and complex product knowledge • Review and process court documents according to state requirements in consultation with Legal • Handle complex processing issues and provide processing support • Assist with training Policy Service staff • Process policy surrenders, cancellations, 1035 exchanges, and qualified rollovers • Review policy status and provisions and document transactions, contacting policyowners for clarification as necessary • Verify cost basis and complete gain calculations as needed • Process beneficiary changes and policy assignments according to state and company guidelines • Process Death Master Registry entries and death notifications from Claims • Process, update, and monitor Authorization to Release Information reports • Review and process requests for duplicate policies • Provide internal and external customer service, including mailing forms, interpreting requests, responding to website inquiries, and completing processing • Complete service requests assigned from Billing and Call Center teams • Process insurance verifications from outside sources • Assist Department Management with procedures, internal audits, and staff questions • Review and analyze daily and monthly policy and account reports for timeliness and accuracy • Provide and update policy information for bankruptcies, tax levies, and subpoenas as directed by Legal • Process lost and uncashed check forms and complete direct deposits of funds • Perform other duties assigned by management

🎯 Requirements

• 4–6 years of experience in Customer Care/Support required • 1–2 years of experience in a life insurance or accounting environment required • Intermediate knowledge of Microsoft Word and Excel required • Demonstrated leadership ability required • Excellent written and verbal communication skills • Excellent data entry skills • Ability to perform work accurately and thoroughly • Ability to adapt to change and work under pressure • Ability to meet internal and external customer needs • Ability to pay close attention to detail • Ability to prioritize and organize a heavy workload • Ability to multitask • Demonstrated ability to take on increasing levels of responsibility required • Must be dependable • Associate Degree in Business required; degree in a related field acceptable • Knowledge of department policies, product lines, and administrative practices preferred • Industry recognized certifications preferred • Fluency in Spanish is a plus • Must obtain a Career Advancement Application from Human Resources or the ADP Portal to apply

🏖️ Benefits

• Telecommuting flexibility • Competitive salary and benefits • Relocation assistance is not available • Visa sponsorship is not available